Capital Literature

Bumbershoot Holdings 4Q21


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Bumbershoot Holdings, 4th Quarter 2021

Letter by Jason Ursaner

FY 2021 28.75% 

Inception 100.4%

Companies discussed: $IPI $BRK-B $GOOGL $XEC $MU $VKTX $LGND $GOLD $KVHI $CTHR $WTTR $PLAB $PFB $AE $PATI


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